Payments and LawPay

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Integrating your LawPay account with Clio allows you to manage aspects of your client payments, such as credit and debit card payments, from your Clio account. 

Tip: Clio Manage has a built-in payments solution for US and Canadian customers that is included with your Clio subscription. US customers can manage credit, debit and eCheck/ACH payments, while Canadian customers can manage credit card payments, all directly in Clio Manage. Contact your account manager or Clio support to learn more.

Note: You must be an account administrator to set up the LawPay integration.

 

Set up the LawPay integration

Before using the LawPay integration, you need a LawPay account. Once you create an account with LawPay, you need to add at least one operating account in Clio Manage that will mirror your LawPay bank account. After completing this step, you can set up the integration between Clio and LawPay.

Note: Canadian customers who do not have an existing LawPay account need to first create an account by calling LawPay at 1-866-376-0950.
  1. In Clio Manage, go to Settings > Online payments.
  2. Click Sign in with LawPay. You will be redirected to LawPay, where you will need to log in if you are not already signed in.
  3. Once you are logged in to LawPay, click Authorize to enable the integration. You will be redirected back to Clio Manage.
  4. Follow the prompts to map an operating account in Clio to the live operating account in LawPay. You can manage bank accounts at any time. See the next section on managing bank accounts for more information. If you have not yet created accounts in Clio that mirror the LawPay bank accounts, you will be prompted to do so.
  5. Select the Clio and LawPay accounts that you want to connect.
  6. Click Save settings to start recording credit card payments.

 

Add bank accounts

Before creating a new account in Clio, you will need to ensure that the bank account is connected to LawPay, and then you can create a mirrored account in Clio. Once you have connected your bank account to LawPay, you can connect it to Clio. You can also update an existing bank account if it is already connected to LawPay.

  1. Go to Settings > Online payments.
  2. Click Create another Clio bank account for connection, and follow the prompts to connect your bank account to Clio. If you did not previously create a mirrored account, you will have the opportunity to do so. 

 

Remove a bank account

If you make changes to an existing bank account in LawPay, you do not need to make any changes in Clio. Updates are only required in Clio if you replace a bank in account in LawPay with a different account. If this is the case, follow the steps below to remove the bank account connection in Clio and then follow the steps above to create a new connection.

  1. Go to Settings > Online payments.
  2. Click Disconnect next to the bank account you want to remove.
  3. When prompted to confirm this action, select Yes, proceed.

 

Credit card payments and fees

In Clio Manage, you can manually record credit card payments if you have your client's credit card information. You also have the option for your clients to pay their bills online via a secure email link or Clio's secure portal Clio for Clients. Cards charged via secure email links or Clio for Clients will be processed in the same manner as if the card was charged by you in Clio.

Tip: Learn more about sending bills to your clients here.
  1. Select Billing.
  2. Select the Unpaid tab to find the bill for which you want to record a payment. 
  3. Click the down arrow next to Send and select Charge credit card. You can also select Record payment and choose Credit card from the Source dropdown of the record payment window.
  4. Click Billing information and fill in the client's credit card information.
  5. Click Review payment and then select Submit payment.
Note: It can take 24-48 hours for the payment to be authorized. This excludes weekends and banking holidays. When the payment has been successfully authorized, all users at your firm who have billing permissions will receive an email notification.

 

Transaction fees

Processing fees are deducted from the operating account that is connected to the LawPay account that you accept payment into. The full credit card payment will reach its destination account unaltered. The transaction fee deductions occur at the end of the month. Fees for trust request payments will be deducted from the operating account connected to the LawPay integration.

LawPay accepts Visa, MasterCard, Discover, Diner's Club, JCB, and American Express cards. Below is a list of fees associated with LawPay transactions:

United States:

  • 1.95% + 20 cents per transaction for all major credit cards (Visa, MasterCard, Discover)
  • 2.95% + 20 cents per transaction for specialty cards (corporate, business, and rewards cards including Visa, MasterCard, and Discover).
  • 3.5% + 20 cents per transaction for American Express.

Canada:

  • 2.95% + 20 cents per transaction on Visa, MasterCard, American Express, and specialty cards (corporate, business, and rewards cards including Visa, MasterCard, and Discover).
Note: Each successful transaction run on a credit card will incur the fees mentioned above. If you sign up for additional services through LawPay, those services may incur additional fees. 

 

View a specific bill

  1. Go to the bill. You can find the bill in your matter's Bills tab or by selecting Billing in the left navigation menu.
  2. To open the bill, click the bill ID, or click the down arrow next to Send and select View bill.
  3. Select Payments to view all payments for the bill, or select Online payments to view credit card payments for the bill.

 

View payment history

  1. Go to Online payments > Transactions.
  2. Select either All, Authorized, Completed, or Failed.
  3. Select Filters to filter the transactions.

 

Payment status

Paid transactions may show any of the following payment statuses:

Pending
Clio is in the process of sending the payment details to LawPay.
Authorized
LawPay accepted the credit card details and is processing the payment. Authorized payments can still be voided by clicking Void.
Completed
The payment has successfully been processed by LawPay. Completed transactions cannot be voided and can only be refunded.
Voided
The payment has successfully been processed by LawPay. Completed transactions cannot be voided and can only be refunded.
Failed
The payment details were rejected by LawPay or something went wrong with the transaction. 

 

Void payments

A credit card payment can only be voided if it has been authorized. Completed payments cannot be voided and must be refunded. To void an authorized payment:

  1. Go to Online payments.
  2. Find the payment.
  3. Click Void.

 

Refund payments

Once a payment has been approved, the status will change to Completed, which means that the payment cannot be voided and must be refunded. Refunds are applied to payments in the following order: overpayment amount, interest amount, principal amount. Both you and your client will receive an email confirmation of the refund within 24 hours. The refund itself can take 24 to 48 hours to process, during which time it can still be voided.

Note: Because of different trust compliance laws that vary by jurisdiction, you cannot refund a secure payment for a trust account. Additionally, you cannot refund payments older than six months.
  1. Go to Online payments.
  2. Find the payment.
  3. Click the down arrow next to Edit, and click Refund.
  4. Specify the Refund amount. If the refund is applied to multiple invoices, select which invoice should be refunded. 
  5. If the refund is applied to a payment from a secure payment link, click Link to link the refund to the client. You cannot do this until the refund is complete.
Important: If the payment is already linked to a client or matter, verify that it is linked to the right client/matter. You cannot make any changes after the refund is initiated.

 

Disconnect LawPay and sign up for Clio Payments

Clio Payments is Clio's built-in payments solution for US and Canadian customers. US customers can manage credit card, debit, and eCheck/ACH payments directly in Clio Manage. Canadian customers can manage credit card payments right in Clio Manage. If you want to disconnect from LawPay and migrate to Clio Payments, follow the steps in the video below.

Tip: Learn more about setting up Clio Payments and settings in this article.

 

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